Personal Finance Software

Deductible expenses report. Category statement report. SQL engine has been updated to enhance stability, speed, and file security. Fix: Several user interface aesthetic fixes.

Cryptocurrencies support. You can now have accounts with the currency set to a cryptocurrency (386 supported). It is possible to automatically update cryptocurrency rates through the internet like regular currencies. It is now possible to set a custom range in the statistics window, selecting a starting and ending year. SQL engine has been updated to enhance stability, speed, and file security. New 24-month, 36-month, 2-year, and 3-year intervals added to the overview P&L pull-down menu. Interface and database access optimizations. Fix: Duplicate transactions are not displayed when duplicating in the same month. Fix: Transaction auto-complete using older transaction for transaction type. Fix: Crash when trying to edit several transactions at once. Fix: The Statistics panel is not resetting the column count between queries. Fix: The transaction panel navigation button now loads the current year/month when clicking on the dot button (current date).

Fix: The transactions rates no longer accepting decimals. Fix: Issue when trying to select accounts in the Split window. Fix: Issue with the 'File ▸ Open Recent ▸ Clear Menu' menu not clearing the menu.

Double-click on bank account in the browser now open the account edition panel. When editing a transaction group comment (aka 'Split') you can now select a previous comment from a list. SQL engine has been updated in order to enhance stability, speed and file security. New advanced preference entry to allow adding transactions with a duplicate tracking number. It is now possible to create a tax report for a given project. You can now enter/overwrite the transactions tracking number by clicking on the 'Tracking #' label. The Statistics panel now supports projects, it is now possible to get statistics for a given project. The Chart windows now supports projects, it is now possible to create a chart for a given project. When duplicating a group the date is now set to current month and year as with single transactions. The tracking number field number has been moved to the top right of the entry panel. The transaction entry panel 'Project' field now displays the projects ordered by date in descending order. In the transaction entry panel, Control-Click on 'Project' displays project alphabetically with access to the project editor. You can now sort transactions by tracking number in the Queries panel and transaction panel without pressing the Control or Option key. Clicking on the 'Tracking #' header while pressing the Control or Option key will sort the transaction by reconciliation status. Fix: Several interface fixes related to new 'Deductible expense' function. Fix: Several fixes related to regular/XML imports and 'Deductible expense' info. Fix: When duplicating a group the custom title is also copied. Fix: When duplicating a group the tracking number are now properly incremented. Fix: Several fixes related to panel splitter and splitter docking on main window. Fix: The currency rates can be updated thru the currency windows again. Fix: When selecting several transactions in the transaction panel, the SUM is now displayed as before. Fix: The bank account list listed in the the browser panel is now automatically updated when a bank is modified or created. Fix: 'Transaction type' field wrongly set by the auto-complete function in given occasions. Fix: VAT type set in the account panel is now populated when entering a new transaction with that account as the target. Fix: The Help text for transaction button on MS Windows has been removed and replaced by standard help tags. Fix: The report panel controls are now disabled when not usable. Fix: Inaccurate Balance in Account Statement report when selecting 'Current Quarter'.

It is now possible to set an expense transaction as deductible. It is now possible to set expense accounts as deductible so related transactions will auto-set as deductible. The toolbar icons have been colored to better distinguish them. The transaction entry panel buttons has been enhanced. The transaction entry panel has been updated and now uses different colors. SQL engine has been updated in order to enhance stability, speed and file security. Charts, new switch to show/hide starting and ending null values from chart. Charts, by default starting and ending null values are deactivated and not displayed in the chart. The transaction entry panel 'Project' field is now ordered by creation date. Alphabetical order is still available by right-clicking. Refund amount color is now blue as incomes, green color is now used for deductible expenses. Fix: Transaction split window issue when the vertical scrollbar was displayed. Fix: The 'Select all' function in the transaction window has been fixed. Fix: Deleting several transactions at once from the transaction panel is again possible. Fix: When swapping origin and target accounts in the transaction panel, the add and save buttons no longer get disabled. Fix: Budgets, when you clicked on a cell to edit an amount only part of the number was being selected. Fix: The transaction breakdown quantity field now behaves again as expected. Fix: When creating a new document from a previous one, nothing was imported on given occasions. Fix: When creating a new account, the account name field is filled with a previous account name on given occasions. Fix: A new document with a single 0.01 transaction now displays all the information properly all over the application. Fix: Reports, wrong balance displayed when selecting a date then selecting 'Today'. Fix: Tax type pull-down menu value not properly set when creating a new transaction using a taxed account. Fix: Tax type pull-down menu value not properly saved when modifying a transaction using a taxed account. Fix: Tax type pull-down menu value not properly set when selecting 'Automatic'. Fix: VAT was not re-calculated when duplicating a transaction and changing the transaction amount. Fix: Issue preventing the modification of the importing rules on the bank statement import window. Fix: Charts, 'Last 5 years' and 'Last 10 years' were displaying an unreadable horizontal legend. Fix: Charts, semester and quarter years are now properly displayed in the data list.